They say energy demand is going up. Driven by these…artificial intelligences. Machines dreaming of electric sheep, probably. The International Energy Agency, a group dedicated to forecasting the predictable, figures data centers will gobble up three percent of all electricity by 2030. Three percent. A perfectly depressing number, really. So it goes.
And so, naturally, everyone looks to nuclear. Small modular reactors, they call them. As if making something smaller solves the fundamental problem of, well, everything. The Department of Energy wants to triple nuclear output by mid-century. A grand plan. As if humans ever actually finish anything they start. Still, money will be made. Or lost. That’s the only guarantee.
Investing in infrastructure is a long game. Decades, most likely. Which, in the grand scheme, is a blink. But it does mean, theoretically, a dividend. A little something for the shareholders while the world slowly cooks. BWX Technologies. That’s the name. BWX Technologies (BWXT 3.07%). They make parts. Lots of parts. And parts, my friend, are the building blocks of both progress and ruin.
An Investment with a Half-Life
BWX started building reactors for submarines back in the fifties. The Nautilus. A sleek, metal coffin gliding beneath the waves. They’ve built over four hundred since then. And three hundred twenty-five steam generators. A lot of steam. A lot of heat. A lot of potential for things to go wrong. But mostly, they just…are. So it goes.
Now they’re into these microreactors. Portable nuclear plants. You can truck them around. Power a military base. Or, I suppose, a small city. It’s all the same, really. Just rearranging the deck chairs on the Titanic. They call it Project Pele. A fitting name, considering what Pele did. Fire and destruction. And a little bit of light, I suppose.
Strong Results for BWX in 2025
BWX had a good 2025, apparently. Revenue up twenty-nine percent. Earnings before all the usual deductions up nineteen percent. Free cash flow at $238 million. Numbers. Just numbers. They mean something to someone, I’m sure. The company’s been paying a dividend since 2012. And raising it. A healthy rate of fourteen-point-three percent over ten years. It’s a nice gesture. A little something to soften the blow.
The yield is only half a percent. Not exactly a fortune. But the share price has gone up eighty percent in the last twelve months. So they’re getting rewarded, one way or another. By dividends or by the illusion of wealth. It’s all the same in the end.
Good financial health. A long history of dividend raises. Considerable share growth. A presence in an industry primed for growth. Decades of growth, they say. It’s a compelling case. A stock you buy and let sit. Reinvest the dividends. Watch the numbers go up. Or down. It doesn’t really matter. So it goes.
That’s why it’s in my portfolio. Not because I believe in anything, mind you. Just a calculated risk. A small attempt to stave off the inevitable. And, honestly, what else is there?
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2026-01-15 15:13